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Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Live Insurance CE Classes in Wisconsin

Live Insurance CE Classes in Wisconsin

Live CE Classes

Meet your continuing education requirements in Wisconsin with expert instruction in a live, traditional classroom. Kaplan Financial Education’s live CE classes provide a learning environment with maximum student-teacher interaction. With years of financial and insurance industry experience, our instructors are the best of the best. Register for your live class today!

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Live Class Calendar
Date(s) Class City &
State
Credit Hours Credit Type Price   Details
Jan 23 – Jan 23 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Call Customer Support to Purchase  Call Customer Support to Purchase  Call Customer Support to Purchase

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, January 23, 2018, 8:15 AM - 12:15 PM (local)

Taught By:
  • David Gorecki
Jan 23 – Jan 23 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Call Customer Support to Purchase  Call Customer Support to Purchase  Call Customer Support to Purchase

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, January 23, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • David Gorecki
Feb 07 – Feb 07 The New World of Annuities: Where They’ve Been and Where They’re Going Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, February 07, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Feb 07 – Feb 07 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, February 07, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Feb 08 – Feb 08 Disability Income Insurance: Safeguarding Your Future Wauwatosa, WI
Life and Health 4
Life and Health $49.00  Add to Cart 

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, February 08, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Feb 08 – Feb 08 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, February 08, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Feb 14 – Feb 14 Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Madison, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, February 14, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Feb 14 – Feb 14 Higher Ethical Standards for Down in the Trenches Madison, WI
Ethics 4
Ethics $49.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, February 14, 2018, 12:45 PM - 4:30 PM (local)

Taught By:
Feb 15 – Feb 15 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Madison, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, February 15, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Feb 15 – Feb 15 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised Madison, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, February 15, 2018, 12:45 PM - 4:30 PM (local)

Taught By:
Feb 27 – Feb 27 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, February 27, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Feb 27 – Feb 27 Ethics and Best Business Practices Wauwatosa, WI
Ethics 4
Ethics $49.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, February 27, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Mar 07 – Mar 07 Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, March 07, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Mar 07 – Mar 07 Higher Ethical Standards for Down in the Trenches Wauwatosa, WI
Ethics 4
Ethics $49.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, March 07, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Mar 08 – Mar 08 Retirement Planning Strategies, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, March 08, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Mar 27 – Mar 27 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Scurity will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, March 27, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Mar 27 – Mar 27 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, March 27, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Apr 04 – Apr 04 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, April 04, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Apr 04 – Apr 04 Understanding IRAs - Products, Distributions, and Strategies Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more  important. This course will review the features and benefits of IRA plans and the relative  advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding  transfers and rollovers under the new rules, and IRA conversions.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, April 04, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Apr 05 – Apr 05 Disability Income Insurance: Safeguarding Your Future Wauwatosa, WI
Life and Health 4
Life and Health $49.00  Add to Cart 

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, April 05, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Apr 05 – Apr 05 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, April 05, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Apr 24 – Apr 24 Ethics and Best Business Practices Wauwatosa, WI
Ethics 4
Ethics $49.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, April 24, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Apr 24 – Apr 24 The New World of Annuities: Where They’ve Been and Where They’re Going Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, April 24, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
May 02 – May 02 Retirement Planning Strategies, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, May 02, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
May 02 – May 02 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, May 02, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
May 03 – May 03 Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, May 03, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
May 03 – May 03 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, May 03, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
May 09 – May 09 Ethics and Best Business Practices Madison, WI
Ethics 4
Ethics $49.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, May 09, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
May 09 – May 09 The New World of Annuities: Where They’ve Been and Where They’re Going Madison, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, May 09, 2018, 12:45 PM - 4:30 PM (local)

Taught By:
May 10 – May 10 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Madison, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Scurity will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, May 10, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
May 10 – May 10 WI Required 4-Hour LTC Partnership CE Course 2010 [meets refresher training requirement; ClearCert approved] Madison, WI
Long-Term Care Partnership 4
Long-Term Care Partnership $49.00  Add to Cart 

This class fulfills the 4-hour long-term care (LTC) partnership CE requirement in Wisconsin. Review the long-term care market, services, and providers, as well as long-term care costs and sources of coverage.  Get the latest information on Wisconsin standards for qualified partnership policies and their relationship with other public and private sources of coverage.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, May 10, 2018, 12:45 PM - 4:30 PM (local)

Taught By:
May 29 – May 29 Higher Ethical Standards for Down in the Trenches Wauwatosa, WI
Ethics 4
Ethics $49.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, May 29, 2018, 8:15 AM - 12:15 PM (local)

Taught By:
May 29 – May 29 WI Required 4-Hour LTC Partnership CE Course 2010 [meets refresher training requirement; ClearCert approved] Wauwatosa, WI
Long-Term Care Partnership 4
Long-Term Care Partnership $49.00  Add to Cart 

This class fulfills the 4-hour long-term care (LTC) partnership CE requirement in Wisconsin. Review the long-term care market, services, and providers, as well as long-term care costs and sources of coverage.  Get the latest information on Wisconsin standards for qualified partnership policies and their relationship with other public and private sources of coverage.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, May 29, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Jun 06 – Jun 06 Understanding IRAs - Products, Distributions, and Strategies Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more  important. This course will review the features and benefits of IRA plans and the relative  advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding  transfers and rollovers under the new rules, and IRA conversions.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, June 06, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Jun 06 – Jun 06 The New World of Annuities: Where They’ve Been and Where They’re Going Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, June 06, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Jun 07 – Jun 07 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, June 07, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Jun 07 – Jun 07 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $49.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Scurity will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, June 07, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Jun 26 – Jun 26 Ethics and Best Business Practices Wauwatosa, WI
Ethics 4
Ethics $49.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, June 26, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
Jun 26 – Jun 26 Retirement Planning Strategies, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $49.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, June 26, 2018, 1:00 PM - 4:45 PM (local)

Taught By: